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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-06-26 |
| TX | RA | APPROVED | 2024-06-25 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
1751 River Run, Ste 200, Fort Worth, TX 76107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 03/2016 | 05/2023 |
| Bank Of America, N.A. | Fort Worth | TX | 04/2016 | 05/2023 |
| Wise Wealth, Llc | Lee'S Summit | MO | 05/2023 | 06/2024 |
| Creativeone Wealth, Llc | Overland Park | KS | 06/2024 | Present |
| Hourglass Wealth | 1751 River Run, Ste 200 | TX | 05/2023 | Present |
TASTE PROJECT POSITION: VICE PRESIDENT NATURE: NON PROFIT CHARITY INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 07/27/2012 ADDRESS: 8936 ARCADIA PARK DR, FORT WORTH TX 76244 DESCRIPTION: TASTE THIS WILL BE A RESTAURANT WHERE ALL PEOPLE OF THE COMMUNITY CAN GATHER FOR A HEALTHY, HIGH QUALITY MEAL, MADE FROM SEASONAL INGREDIENTS FROM THE SURROUNDING AREA AND ASK THAT PEOPLE ONLY PAY WHAT THEY CAN AFFORD. OUR MENU WILL HAVE NO PRICES. THIS IS A GIVE AND TAKE CONCEPT. AND THE WAIT STAFF IS ALL VOLUNTEERS LOOKING TO MAKE A DIFFERENCE IN OUR COMMUNITY. I'M ON THE BOARD SO WILL BE HELPING WITH FUND RAISERS, RAISING DONATIONS AND VOTING ON DECISIONS FOR THE PROJECT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-15 |
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